LPL Financial LLC
FORT MILL SC · SEC CIK 0001403438
$4,451.04亿2026Q2 申报市值
6,201持仓数
14.3%前十大占比 · 第一大 2.5%
409 / 211新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$23.93亿
IUSB 加仓+$6.87亿
IALT 新建仓+$6.10亿
GOVT 加仓+$4.95亿
CORO 新建仓+$4.72亿
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$6.19亿
EFV 减仓-$5.63亿
IAGG 减仓-$3.55亿
IEMG 减仓-$3.45亿
THRO 减仓-$2.28亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LQTI | FIRST TR EXCHANGE-TRADED FD | $944.68万 | 0.00% | 489,218 | 264,653 | 117.9% | $511.05万 | 加仓 |
| — | FEDERATED HERMES ETF TRUST | $944.41万 | 0.00% | 263,376 | 133,559 | 102.9% | $478.92万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $941.83万 | 0.00% | 700,766 | 27,068 | 4.0% | $36.38万 | 加仓 |
| — | WELLS FARGO & CO | $940.00万 | 0.00% | 8,124 | 19 | 0.2% | $2.20万 | 加仓 |
| RBLX | ROBLOX CORP | $938.37万 | 0.00% | 172,558 | -20,426 | -10.6% | -$111.08万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $936.12万 | 0.00% | 360,740 | 78,611 | 27.9% | $204.00万 | 加仓 |
| USFD | US FOODS HLDG CORP | $935.57万 | 0.00% | 91,498 | -13,318 | -12.7% | -$136.18万 | 减仓 |
| STE | STERIS PLC | $935.16万 | 0.00% | 44,411 | 3,268 | 7.9% | $68.81万 | 加仓 |
| CDE | COEUR MNG INC | $934.63万 | 0.00% | 572,690 | -121,862 | -17.5% | -$198.88万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $934.08万 | 0.00% | 94,256 | 4,603 | 5.1% | $45.62万 | 加仓 |
| POOL | POOL CORP | $930.43万 | 0.00% | 43,296 | -1,932 | -4.3% | -$41.52万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $930.24万 | 0.00% | 191,562 | -104 | -0.1% | -$5,050 | 减仓 |
| — | NEUBERGER BERMAN ETF TRUST | $929.55万 | 0.00% | 237,670 | 102,505 | 75.8% | $400.91万 | 加仓 |
| NXT | NEXTPOWER INC | $927.89万 | 0.00% | 77,883 | -3,908 | -4.8% | -$46.56万 | 减仓 |
| CMDT | PIMCO ETF TR | $927.61万 | 0.00% | 302,449 | -4,531 | -1.5% | -$13.90万 | 减仓 |
| — | COLUMBIA ETF TR I | $927.60万 | 0.00% | 460,121 | -301,558 | -39.6% | -$607.94万 | 减仓 |
| EWQ | ISHARES INC | $924.51万 | 0.00% | 203,502 | -34,965 | -14.7% | -$158.85万 | 减仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $922.59万 | 0.00% | 343,482 | 52,773 | 18.2% | $141.75万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $922.58万 | 0.00% | 80,224 | 1,493 | 1.9% | $17.17万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $922.01万 | 0.00% | 150,270 | 8,362 | 5.9% | $51.31万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $920.16万 | 0.00% | 252,166 | 53,868 | 27.2% | $196.56万 | 加仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $919.21万 | 0.00% | 166,008 | 21,317 | 14.7% | $118.04万 | 加仓 |
| FXI | ISHARES TR | $918.93万 | 0.00% | 290,891 | -10,760 | -3.6% | -$33.99万 | 减仓 |
| EEMA | ISHARES INC | $918.79万 | 0.00% | 78,556 | -148,438 | -65.4% | -$1,736.13万 | 减仓 |
| RBRK | RUBRIK INC. | $917.08万 | 0.00% | 114,235 | -59,786 | -34.4% | -$479.96万 | 减仓 |
| PINS | PINTEREST INC | $914.52万 | 0.00% | 434,865 | -22,160 | -4.8% | -$46.60万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $912.32万 | 0.00% | 7,141 | -161 | -2.2% | -$20.57万 | 减仓 |
| — | VANECK ETF TRUST | $911.34万 | 0.00% | 76,455 | 9,250 | 13.8% | $110.26万 | 加仓 |
| TSME | THRIVENT ETF TRUST | $909.55万 | 0.00% | 173,678 | 41,892 | 31.8% | $219.39万 | 加仓 |
| MOG/A | MOOG INC | $909.27万 | 0.00% | 21,453 | 1,474 | 7.4% | $62.47万 | 加仓 |
| BWX | SPDR SERIES TRUST | $909.26万 | 0.00% | 419,399 | -28,655 | -6.4% | -$62.12万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $906.85万 | 0.00% | 137,966 | 207 | 0.2% | $1.36万 | 加仓 |
| LEMB | ISHARES INC | $906.68万 | 0.00% | 213,690 | 1,205 | 0.6% | $5.11万 | 加仓 |
| RAVI | FLEXSHARES TR | $904.70万 | 0.00% | 119,958 | 165 | 0.1% | $1.24万 | 加仓 |
| IXP | ISHARES TR | $903.99万 | 0.00% | 80,108 | -8,502 | -9.6% | -$95.94万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $903.95万 | 0.00% | 240,412 | 35,848 | 17.5% | $134.79万 | 加仓 |
| PII | POLARIS INC | $903.21万 | 0.00% | 131,970 | 2,368 | 1.8% | $16.21万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $903.16万 | 0.00% | 201,643 | -11,664 | -5.5% | -$52.24万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $902.67万 | 0.00% | 104,852 | -6,473 | -5.8% | -$55.73万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $902.46万 | 0.00% | 28,478 | 3,601 | 14.5% | $114.12万 | 加仓 |
| — | DBX ETF TR | $902.31万 | 0.00% | 219,700 | 15,820 | 7.8% | $64.97万 | 加仓 |
| SMTC | SEMTECH CORP | $901.16万 | 0.00% | 55,679 | 22,410 | 67.4% | $362.70万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $901.11万 | 0.00% | 94,714 | -6,407 | -6.3% | -$60.96万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $900.24万 | 0.00% | 30,873 | -2,316 | -7.0% | -$67.53万 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $899.66万 | 0.00% | 197,622 | 54,833 | 38.4% | $249.62万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $899.37万 | 0.00% | 339,513 | 316,917 | 1,402.5% | $839.51万 | 加仓 |
| IPAC | ISHARES TR | $899.05万 | 0.00% | 109,734 | -2,120 | -1.9% | -$17.37万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $897.32万 | 0.00% | 139,661 | -8,843 | -6.0% | -$56.82万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $896.80万 | 0.00% | 258,667 | 33,038 | 14.6% | $114.54万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $896.60万 | 0.00% | 40,570 | 40,570 | — | $896.60万 | 新建仓 |
| GFI | GOLD FIELDS LTD | $896.59万 | 0.00% | 266,921 | -49,391 | -15.6% | -$165.90万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $896.10万 | 0.00% | 354,751 | -9,306 | -2.6% | -$23.51万 | 减仓 |
| NUEM | NUSHARES ETF TR | $893.97万 | 0.00% | 210,663 | -8,157 | -3.7% | -$34.62万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $893.94万 | 0.00% | 1,021,057 | 156,427 | 18.1% | $136.95万 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $893.66万 | 0.00% | 335,081 | -421,920 | -55.7% | -$1,125.26万 | 减仓 |
| ECHO | ECHOSTAR CORP | $893.20万 | 0.00% | 88,000 | 26,248 | 42.5% | $266.42万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $892.88万 | 0.00% | 247,609 | 1,302 | 0.5% | $4.70万 | 加仓 |
| EXEL | EXELIXIS INC | $890.93万 | 0.00% | 163,745 | -235,867 | -59.0% | -$1,283.35万 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $890.49万 | 0.00% | 190,083 | 35,953 | 23.3% | $168.43万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $890.03万 | 0.00% | 555,228 | 81,021 | 17.1% | $129.88万 | 加仓 |
| META | META PLATFORMS INC 看跌期权 | $890.00万 | 0.00% | 15,800 | 800 | 5.3% | $45.06万 | 加仓 |
| — | FRANKLIN LTD DURATION INCOME | $887.47万 | 0.00% | 1,532,759 | -22,131 | -1.4% | -$12.81万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $887.24万 | 0.00% | 280,507 | 5,689 | 2.1% | $17.99万 | 加仓 |
| FLS | FLOWSERVE CORP | $887.07万 | 0.00% | 119,616 | 17,072 | 16.6% | $126.61万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $885.33万 | 0.00% | 38,479 | -15,301 | -28.5% | -$352.05万 | 减仓 |
| LWLG | LIGHTWAVE LOGIC INC | $885.16万 | 0.00% | 935,687 | 113,806 | 13.8% | $107.66万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $884.64万 | 0.00% | 419,062 | 86,600 | 26.0% | $182.81万 | 加仓 |
| JD | JD.COM INC | $884.03万 | 0.00% | 346,951 | 115,513 | 49.9% | $294.33万 | 加仓 |
| XTN | SPDR SERIES TRUST | $883.52万 | 0.00% | 76,403 | 40,843 | 114.9% | $472.31万 | 加仓 |
| PL | PLANET LABS PBC | $882.54万 | 0.00% | 266,387 | -98,885 | -27.1% | -$327.61万 | 减仓 |
| HLNE | HAMILTON LANE INC | $882.25万 | 0.00% | 111,918 | 59,595 | 113.9% | $469.79万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $882.23万 | 0.00% | 431,936 | -333,138 | -43.5% | -$680.43万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $880.93万 | 0.00% | 221,617 | -456,201 | -67.3% | -$1,813.40万 | 减仓 |
| AMRZ | AMRIZE LTD | $879.23万 | 0.00% | 164,959 | 19,607 | 13.5% | $104.51万 | 加仓 |
| TPC | TUTOR PERINI CORP | $879.16万 | 0.00% | 105,962 | 27,751 | 35.5% | $230.25万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $878.21万 | 0.00% | 47,200 | 23,282 | 97.3% | $433.19万 | 加仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $878.05万 | 0.00% | 734,767 | 46,996 | 6.8% | $56.16万 | 加仓 |
| FNK | FIRST TR EXCHANGE-TRADED ALP | $877.01万 | 0.00% | 143,041 | 5,455 | 4.0% | $33.45万 | 加仓 |
| BPOP | POPULAR INC | $874.17万 | 0.00% | 53,245 | 7,484 | 16.4% | $122.87万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $874.08万 | 0.00% | 632,020 | 20,156 | 3.3% | $27.88万 | 加仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $871.73万 | 0.00% | 305,870 | 51,672 | 20.3% | $147.27万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $870.44万 | 0.00% | 184,573 | -16,338 | -8.1% | -$77.05万 | 减仓 |
| SN | SHARKNINJA INC | $867.37万 | 0.00% | 56,963 | 10,760 | 23.3% | $163.84万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $866.23万 | 0.00% | 122,246 | 3,786 | 3.2% | $26.83万 | 加仓 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $865.99万 | 0.00% | 346,675 | 53,457 | 18.2% | $133.54万 | 加仓 |
| — | COHEN & STEERS CLOSED-END | $865.90万 | 0.00% | 623,849 | -9,022 | -1.4% | -$12.52万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $865.46万 | 0.00% | 165,135 | -8,867 | -5.1% | -$46.47万 | 减仓 |
| OTTR | OTTER TAIL CORP | $863.54万 | 0.00% | 95,971 | 37,533 | 64.2% | $337.72万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $862.87万 | 0.00% | 185,046 | 17,328 | 10.3% | $80.80万 | 加仓 |
| REG | REGENCY CTRS CORP | $862.52万 | 0.00% | 108,167 | 930 | 0.9% | $7.42万 | 加仓 |
| CMDY | ISHARES U S ETF TR | $862.12万 | 0.00% | 156,096 | 24,218 | 18.4% | $133.76万 | 加仓 |
| INOD | INNODATA INC | $861.88万 | 0.00% | 114,035 | -9,643 | -7.8% | -$72.88万 | 减仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $861.09万 | 0.00% | 801,761 | -32,690 | -3.9% | -$35.11万 | 减仓 |
| — | ISHARES U S ETF TR | $859.92万 | 0.00% | 327,199 | 22,385 | 7.3% | $58.83万 | 加仓 |
| — | AMPLIFY ETF TR | $858.92万 | 0.00% | 129,394 | 3,688 | 2.9% | $24.48万 | 加仓 |
| TILT | FLEXSHARES TR | $855.57万 | 0.00% | 30,991 | 1,539 | 5.2% | $42.49万 | 加仓 |
| — | BLACKROCK FLOATING RATE INC | $855.26万 | 0.00% | 802,312 | 38,049 | 5.0% | $40.56万 | 加仓 |
| CSTM | CONSTELLIUM SE | $855.01万 | 0.00% | 268,282 | 191,145 | 247.8% | $609.18万 | 加仓 |
| GAL | SSGA ACTIVE ETF TR | $854.10万 | 0.00% | 161,639 | -1,602 | -1.0% | -$8.46万 | 减仓 |
| ZECP | ZACKS TRUST | $852.25万 | 0.00% | 225,821 | 199,813 | 768.3% | $754.10万 | 加仓 |